Summer 2027 Portfolio Management Analyst

Harrison Street; Chicago, Northern (IL, KY); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Discretionary bonus

Medical benefits

Wellness program

Job summary

Harrison Street Asset Management (HSAM) is seeking an entry-level financial analyst to support Portfolio Management in real estate, infrastructure and credit strategies. The role is based in Chicago and involves learning fast while handling multiple tasks and deadlines.

You will build and update portfolio models in Excel, prepare investor materials, and coordinate with acquisitions, asset management and client services. A base salary of $90,000 plus discretionary bonus and benefits is offered.

Qualifications

• Bachelor’s degree or work experience in real estate and/or finance preferred.
• Proficient in Microsoft Excel and financial modeling.
• Core knowledge of real estate principles, finance and accounting.
• High attention to detail, organized, and self-directed eager to learn.
• Strong written and verbal communication skills.
• Entry level position, but previous real estate analysis experience is a plus.

Responsibilities

• Overall financial analysis responsibilities for the Portfolio Management group.
• Update and maintain portfolio financial projection models to calculate and project fund level cash flows and returns.
• Maintain Portfolio investment and diversification summary for presentation to the firm’s Investment Committee.
• Monitor Fund level financial performance to identify and communicate opportunities and threats.
• Coordinate and assist in the completion of material for quarterly and annual investor reporting.
• Advisory Committee Meetings, webinars, and various internal reporting.
• Assist in the establishment of fund and asset level KPIs and track performance.
• Assist the portfolio management team’s efforts toward the implementation of a firmwide data platform by validating historical and new data
• Analyze sector, strategy and partner performance.
• Analyze the financial impact of proposed capital events (sales, refinances, etc.) to the fund performance.
• Work closely with Acquisitions and Asset Management to incorporate new investments into the Funds and monitor on-going asset level performance.
• Participate in the annual business planning and valuation process.
• Coordinate with Client Services and Marketing and Accounting groups to processes and respond to investor requests.
• Utilize third party applications (Yardi, Chatham, Argus, etc.) for data collection and analysis.

Skills

Excel

Financial modeling

Attention to detail

Written communication

Verbal communication

Education

Bachelor's degree or work experience in real estate or finance

Tools

Yardi

Chatham

Argus

Job description

Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally.

Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm’s global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies.

Candidates shouldbedependable,self-starters, and havea strong desireto learn andproblem solve. Candidates shouldpossess broad-based analytical skillsand have knowledge of and/or the desire to learn the following:accountingconceptsand financial statements,large amounts of work inExcelincluding working with models,ability to manipulate large data sets,andsuperiorwritten and oralcommunication skills. The individual must be able toeffectivelyallocatetime between multipleimmediate,shortand medium-termtasks, changing priorities,strictdeadlinesand provideanalytical support for multiple peoplewithin management.

Responsibilities

• Overall financial analysis responsibilities for the Portfolio Management group;
• Update andmaintainportfolio financial projection models to calculate and project fund level cash flows and returns;
• Maintain Portfolio investment and diversification summary for presentation to the firm’s Investment Committee;
• Monitor Fund level financial performance toidentifyand communicate opportunities and threats;
• Coordinate andassistin the completion of material for quarterly and annual investor reporting,
• Advisory Committee Meetings, webinars, and various internal reporting;
• Assistin the establishment of fund and asset level KPIs and track performance;
• Assistthe portfolio management team’s efforts toward the implementation of a firmwide data platform by validating historical and new data
• Analyze sector,strategyand partner performance;
• Analyze thefinancial impactof proposed capital events (sales, refinances, etc.) to the fund performance;
• Work closely with Acquisitions and Asset Management to incorporate new investments into the Funds andmonitoron-going asset level performance;
• Participate in the annual business planning andvaluationprocess;
• Coordinate with Client Services and Marketing and Accounting groups to processes and respond to investor requests;
• Utilize third party applications (Yardi, Chatham, Argus, etc.) for data collection and analysis;

Requirements

• Bachelor’s degreeor work experienceinreal estateand/orfinancepreferred;
• Proficient in Microsoft Excelandfinancialmodeling;
• Core knowledge of real estate principles,financeandaccounting;
• High attention to detail, organized, and self-directed individualeager tolearn;
• Strong writtenand verbal communication skills.
• Entry level position, butpreviousreal estate analysis experienceis a plus

$90,000 - $90,000 a year

For Illinois Only: The expected base salary for this position is $90,000. Actual salaries may vary based on a number of factors, including skills, experience, and qualifications.

In addition to base salary, total compensation at Harrison Street includes a generous discretionary bonus, along with a comprehensive range of benefits — including medical, financial, and wellness programs — designed to support our employees both professionally and personally.

Harrison Street is proud to be an equal opportunity employer committed to diversity, equity and inclusion in the workplace and is an affirmative action employer. All qualified applicants will receive consideration for employment without regard to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.

If you require accessibility assistance applying for open positions, please contact our ADA Accessible Line at [phone] [e-mail]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Harrison Street does not accept unsolicited headhunter and agency resumes. Harrison Street will not pay fees to any third-party agency or company that does not have a signed agreement with Harrison Street.